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- Custodian
- Altruist · Hilltop Securities · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Pathway crestRidge
- Established Date
- 07-05-2006
- Office Locations
- 1
Office Locations
About Joel Smith & Associates, LLC
Joel Smith & Associates, LLC is an independent RIA based in Atlanta, serving clients in Georgia and multiple states. The firm works with individuals and families as well as business owners, executives, physicians, law enforcement, and retirees, providing personalized financial and investment planning (including retirement and estate planning, insurance, and portfolio construction). Investment use may include ETFs, mutual funds, and annuities, with no obligation to specific products and coordination with national custodians and other professionals.
Team overview
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Client Personas
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Investment Themes
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Services
Technology
Owner & Executives
Joel Smith
Chief Compliance Officer, PRINCIPAL
- CRD
- #3118388
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,352,003 | -- |
| Non-Discretionary | $2,357,444 | -- |
| Total | $18,709,447 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,709,447
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,318,391,333 | 18.8% |
| Equity - OTC | $1,584,874,688 | 22.6% |
| Equity - Exchange | $2,363,286,592 | 33.7% |
| Cash | $1,746,167,246 | 24.9% |
| Total | $7,012,719,859 | 100.0% |